Financial ADVSR advisor directory · SEC adviser records

CFP financial advisors in Osage Beach, MO

Every SEC-registered financial advisor at a firm office in Osage Beach who lists the Certified Financial Planner designation, A to Z.

2 CFP professionals work in Osage Beach; the most are at Edward Jones (1). 2 are also registered broker representatives.

CFP advisors in Osage Beach, A to Z

Every advisor in Osage Beach →

Richard D. CarverEdward Jones · Certified Financial Planner
Brent T. Murphree Jr.LPL Financial LLC · Certified Financial Planner

Firms with the most CFP professionals in Osage Beach

Edward Jones 1 LPL Financial LLC 1

CFP advisors in other Missouri cities

All of Missouri →

St. Louis 606 Chesterfield 120 St Louis 92 Kansas City 89 Clayton 81 Saint Louis 80 Springfield 55 Columbia 30 Jefferson City 21 Creve Coeur 20 Frontenac 15 Kirkwood 15 Ofallon 15 Des Peres 13 Lee's Summit 13 Independence 12 North Kansas City 12 Lees Summit 11 Liberty 10 St Charles 10 Maryland Heights 9 O'Fallon 9 St Peters 9 Saint Charles 8

Questions

How many CFP financial advisors are in Osage Beach, MO?

2 SEC-registered investment adviser representatives at firm offices in Osage Beach, Missouri list the CFP designation; Edward Jones employs the most of them (1).

What is a CFP?

CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.

How do I check a CFP in Osage Beach?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.